By By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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The podcast currently has 618 episodes available.
Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy!
00:00 Analyzed 7500 companies, found 675 true alphas
04:58 Real estate as investment, with research appeal.
08:36 Many successful companies with common traits.
10:45 Companies with limited competition can generate wealth.
14:54 Management actions impact company success and returns.
17:19 Companies share wealth with all employees, thriving.
21:18 CEO value, compensation, and management's impact summarized.
25:47 Seek simple, undervalued businesses for better returns.
26:57 Company NBR operates with minimal communication and AI.
32:27 Lived abroad, cautious about tech investments, risks.
33:27 Invest in solid, boring businesses, not trends.
39:14 Limited potential in energy and electricity investments.
40:44 Avoid investing in industries you don't understand.
43:54 Large mergers often lead companies to struggle.
48:50 Mergers and acquisitions may not benefit companies.
50:17 Contract research organizations manage pharmaceutical clinical trials.
53:22 Long-term growth in businesses through reliable distributors.
Learn more about Tyler here:
X: Misfit Alpha
Subtack: Misfitalpha.com
Code mentioned on show: Misfitalpha.com/beginners for 25% a subscription
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
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Welcome to The Investing For Beginners Podcast! I'm Andrew, with co-host Dave. Today, we dive into budgeting, financial management, and our Personal Finance Kickstart Program. Learn to prioritize giving, adopt an abundance mindset, and enjoy guilt-free spending. Join us to improve your financial health and achieve freedom. Let's get started!
00:00 Money's importance shouldn't be ignored, taboo.
03:13 Teaching financial empowerment for present and future.
06:24 Shift mindset, manage well, embrace limited resources.
11:36 Prioritize giving first in managing finances.
13:56 Adopt abundance mindset for positive life changes.
18:07 Prioritize relationships and time over money accumulation.
20:07 Financial education lacking in society leads to debt.
24:28 Financial freedom allows for memorable experiences.
28:22 Get answers on personal finance with Dave.
30:23 Wrap-up show emphasizes better money-life balance.
To learn more about how to become a better manager of your money, go here:
Financial Birds Bees
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to The Investing For Beginners Podcast! In "Sell Rules," Dave and Andrew discuss critical stock selling decisions, emphasizing slow, strategic actions and avoiding reactionary choices. They share sell rules, real-world examples, and the importance of understanding company fundamentals and debt management. Tune in for valuable insights on refining your investment strategy.
00:00 Sell negative earnings before company goes bankrupt.
05:06 Buying company involves risk, analysis, and adaptation.
09:23 Disney faces financial challenges due to pandemic.
12:02 Market reactions to dividend changes are significant.
16:14 Meta's potential risk of investment in metaverse.
20:14 CEO capital allocation and long-term performance analysis.
23:18 Debt, reinvestment, regretful stock sale cautionary tale.
26:50 Be mindful of financial red flag numbers.
28:01 Avoid knee-jerk reactions, use sell rules.
31:10 Owen emphasizes safety; have a great week.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Learn how to value a company here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to "The Investing For Beginners Podcast." Host Dave and guest Kyle Grieve discuss value investing, emphasizing continuous learning, reading, and building investor relationships. Kyle shares his focus on high-quality small and nano-cap businesses, the importance of due diligence, networking, and starting with small investments. Tune in for practical advice!
00:00 Strength training taught discipline and investment principles.
03:33 Discipline and mind key to investing success.
08:52 Reading broadly, deeply, and using knowledge daily.
09:58 Book on investment and risk, impactful read.
15:49 Talked with Chris Mayer about outperforming small businesses.
19:02 Connecting with nanocap CEOs can yield insights.
22:17 Researching stocks, found solution using interactive brokers.
24:23 Finding investment ideas without screening, using network.
27:55 Explore, learn, expand, and push your limits.
30:42 Questioning decision-making on investment and understanding limits.
33:16 Focus on understanding business, before investing.
38:38 Underrated mastermind groups unite investing enthusiasts.
40:07 Value of community in self-awareness and growth.
43:33 Following Kyle on podcast, Twitter, LinkedIn beneficial.
Learn more from Kyle here:
X: @IrrationalMrkts
The Investor's Podcast Network
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Welcome to "The Investing For Beginners Podcast"! In today's episode, hosts Dave and Andrew explore competitive advantages and business moats. They discuss strategies of Costco, Amazon, and Microsoft Azure, examine switching costs with banks and Intuit, and highlight intangible assets using Starbucks and Coca-Cola as examples of brand power.
00:00 Stock pickers may ignore moats; long-term investors need them.
04:55 Economies of scale drive business profitability, efficiency.
07:07 Costco's scale economy share drives customer loyalty.
10:03 Different kinds of moats create competitive advantage.
13:12 Jack Henry provides essential banking infrastructure software.
17:17 Brand power key to company success, examples.
19:56 Network effect: Value grows as users increase.
24:17 Texas Instruments scales production, offers low-cost products.
28:21 Consider price and longevity when investing wisely.
29:28 Markets change, nothing lasts forever, historical evidence.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to The Investing For Beginners Podcast! Join Dave, with special guests Jeff and Jason from Investing Unscripted, as they explore diverse investment strategies. We'll cover spreadsheet analysis, cash flows, market trends, and the psychology of investing. Learn from their personal journeys and gain practical insights to make informed financial decisions. Enjoy the show!
00:00 Struggling with when to decide on companies.
03:45 Investors face tough decisions, different answers needed.
07:53 Material info drives investment decisions, monitor quarterly.
09:47 Research, learn from experts, diversify, acknowledge ignorance.
14:29 Planning for market volatility in investing strategy.
19:08 Monitor stock value, consider historical performance.
20:05 Reassessing stock value with AI's future impact.
25:01 Pattern seeking humans struggle in complex markets.
29:10 Brief process: choose interesting, not boring stocks.
31:45 Monitor trends, understand KPIs, follow management.
35:29 Auto industry, except Tesla, not profitable investment.
38:49 Both processes seek same things differently visually.
42:12 Monthly podcast, portfolio on Savvytrader.com, newsletter.
44:03 Professionals struggle too but learn from mistakes.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Want more of Jeff and Jason? You can find them here:
The Investing Unscripted Podcast and Newsletter
Twitter: @InvestingPod
| Watch: http://YouTube.com/@investingunscripted…
Listen: https://podcasters.spotify.com/pod/investing-unscripted…
Read: http://investingunscripted.com
Jeff's Twitter Handle: @marketmusician
Jason's Twitter Handle: @TheSmattering
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Welcome back to The Investing For Beginners Podcast! Dave and Andrew explore the range of outcomes in investing, focusing on different companies and industries' risk and reward levels. We'll discuss strategies, tech startups, total addressable markets, and high-risk ventures like DraftKings. Join us for insightful investment guidance. Let's dive in!
00:00 High risk, high reward in early stages.
06:35 Founder's ambition affects capital allocation and success.
07:36 Thoughts on young company industries and growth.
12:41 Analyze risk and rewards for business success.
15:55 Investor bought cheap stocks, used shotgun approach.
19:37 Struggling with stock choices and valuations.
25:21 Uncertain about future of online gambling in US.
29:23 Mature companies have stronger barriers to entry.
31:15 Entry barriers challenge, creating big financial obstacle.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to The Investing For Beginners Podcast! Today, host Dave is joined by Brett and Ryan from "Chit Chat Stocks." They discuss knowing when to sell a stock, evaluating management, and avoiding red flags like accounting issues. Brett and Ryan share their refined investment process, including research, financial metrics, and gut feelings. They emphasize learning from mistakes, gradual investment building, and continuous learning. Topics include Brett's three-step research process, Ryan's cautious investment approach, and the impact of management on stock performance. Tune in for valuable insights and strategies for better investment decisions.
00:00 Finding stock ideas through various sources and research.
06:16 Start with basics, understand company and business.
10:59 Analyze revenue growth, KPIs, valuation for companies.
18:37 Focus on few sectors you understand well.
24:17 Understanding industry takes patience, but profitable potential.
27:22 Learn, gather, understand, share, and improve.
35:20 Not into clutter, prefer gradual investment growth.
40:18 Assess company actions, CEO control, and incentives.
46:45 Investor day goals, executive metrics, shareholder caution.
49:53 Wells Fargo culture encouraged aggressive sales tactics.
54:25 Valuable products gaining industry share, selling strategically.
01:00:17 Listen to Chit Chat Stocks podcast. Available everywhere.
To learn more from Brett and Ryan:
Chat Chat Stocks Podcast
Brett on X @CCM_Brett
Ryan on X @CCM_Ryan
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle Warren, emphasizing conviction in portfolio management, while Andrew highlights portfolio decisions and position sizing. They stress aligning investments with personal goals, tracking KPIs, and using company filings for crucial updates. Learn why assessing opportunity costs can enhance long-term returns and make smarter investment decisions. Tune in for valuable insights!
00:00 Investing has risk and opportunity cost considerations.
03:11 Investment decisions require careful consideration and analysis.
08:43 Monitoring business changes: qualitative and fact-based.
10:31 Rising costs impact profitability and competitive advantage.
14:27 Monitoring KPIs for business growth and stability.
20:00 Record reasons for buying, avoid impulsive trading.
24:38 Evaluate portfolio turnover to manage investment decisions.
26:06 Modeling mentor behavior. Focusing on key portfolio positions.
32:01 Investor focuses on sound decisions, not hype.
33:04 Consider opportunity costs when pursuing your goals.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this podcast episode, Tyler Nash discusses his investment in Skyworks, a semiconductor company linked to Apple. He highlights opportunities, risks, financial performance, and market dependencies. Comparisons to competitors like Texas Instruments and Qualcomm are made, along with broader semiconductor industry risks. The episode also covers investment strategies and long-term financial goals.
00:00 Skyworks: semiconductor company crucial for future technology.
05:28 High revenue reliance on Apple presents concerns.
08:42 Long-term investment strategy crucial for company assessment.
11:15 Understanding industry moats can be challenging.
12:28 Skyworks successful partnership with Apple valued.
16:18 Expansion into electric cars and IoT technology.
21:04 Buyers consider performance and bulk availability differences.
23:07 Preparing for long-term financial security with family.
25:33 Confident in holding for good dividends, reinvestment.
29:12 Considering confidence when deciding how much.
35:45 Evaluating risk and comfort with potential fluctuations.
37:51 Getting too confident in the market humbles.
39:54 Join our group, reach out to Dave.
43:01 Thank you, Tyler. This was awesome! Goodbye.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
The podcast currently has 618 episodes available.
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